Regal Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Regal Investment Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-33,041	Closed	-$1.18M	–	359
2018 Q4	$1.18M	Buy	33,041 +9,956	+43%	+$363K	0.26%	110
2018 Q3	$875K	Buy	+23,085	New	+$871K	0.18%	140
2017 Q4	–	Sell	-13,838	Closed	-$525K	–	290
2017 Q3	$525K	Buy	13,838 +1,579	+13%	+$59.3K	0.12%	174
2017 Q2	$457K	Buy	12,259 +19	+0.2%	+$702	0.11%	173
2017 Q1	$445K	Buy	12,240 +2,478	+25%	+$89K	0.12%	173
2016 Q4	$344K	Buy	9,762 +73	+0.8%	+$2.58K	0.1%	186
2016 Q3	$350K	Hold	9,689	–	–	0.1%	188
2016 Q2	$342K	Sell	9,689 -35	-0.4%	-$1.22K	0.09%	186
2016 Q1	$338K	Buy	9,724 +2,638	+37%	+$88.8K	0.09%	185
2015 Q4	$241K	Buy	7,086 +1,127	+19%	+$38.9K	0.06%	226
2015 Q3	$201K	Buy	5,959 +5,924	+16,926%	+$204K	0.05%	226
2015 Q2	$1K	Hold	35	–	–	﹤0.01%	873
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	928
2014 Q4	$1K	Hold	35	–	–	﹤0.01%	876
2014 Q3	$1K	Hold	35	–	–	﹤0.01%	907
2014 Q2	$1K	Hold	35	–	–	﹤0.01%	869
2014 Q1	$1K	Buy	+35	New	+$1.2K	﹤0.01%	849
2013 Q4	–	Sell	-759	Closed	-$25K	–	824
2013 Q3	$25K	Sell	759 -1,381	-65%	-$45.5K	0.01%	425
2013 Q2	$69K	Buy	+2,140	New	+$70.5K	0.04%	268

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's AOM Position: Q1 2019 in Review

Regal Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2019, closing a stake of 33,041 shares — an estimated $1.18M sold.

Regal Investment Advisors first reported a position in AOM in Q2 2013 and held it in 19 quarters. The position peaked at $1.18M in Q4 2018. 152 funds tracked by Wall St. Rank hold AOM as of Q1 2019.

Regal Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 33,041 iShares Core Moderate Allocation ETF shares in Q1 2019, an estimated $1.18M.
Regal Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 19 quarters.
Regal Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $1.18M in Q4 2018.
152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.